+11.7%
MCHP vs LII
-28.7%
+40.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.7% |
| 7D | -22.6% | +0.4% | -23.0% | -22.5% |
| 30D | -20.1% | -2.4% | -17.8% | -19.6% |
| 3M | -25.4% | -17.5% | -7.9% | -18.2% |
| 6M | -38.4% | -32.8% | -5.6% | -26.3% |
| YTD | -3.7% | -27.7% | +24.0% | +7.4% |
| 1Y | +11.7% | -28.1% | +39.8% | +25.4% |
| All | +11.7% | -28.7% | +40.4% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LII wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling